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Forecast Event 2023

Our clients and Keystone team spent the morning together for breakfast and our Forecast 2023 event. In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2022 and discussed what it could mean for 2023.

Toys for Tots Annual Toy Drive

We are excited to announce another record-breaking year for our Toys for Tots toy drive! We received 165 toys that will be given to local children to open on Christmas Day.

Thank you all for your donations, your kindness and your generosity that made this possible.

Thanksgiving Pie Event

We want to thank everyone who came out to our Annual Thanksgiving Pie event!  It is one of our favorite events and we love spending time with you and your families during this holiday season.  We also want to thank you for the AMAZING kick off to our Toys for Tots toy drive! 

Keystone Financial Services Client Appreciation Event 2022!

Thank you to everyone who joined us for our Client Appreciation Event! We had a night full of smiles and laughter! We love and appreciate our clients and are grateful to every one of you for your trust and for allowing us to be part of your lives. We extend sincere appreciation to all who attended, as well as to those who wanted to be there but were unable to make it. We love celebrating ALL of you!

Seeds of Innovation Event

Keystone was proud to be the presenting sponsor at the Seeds of Innovation event. More than 1,000 residents and dignitaries from all different areas of government attended the largest celebration of innovation to ever take place in Loveland. Thanks to co-founder David Packard’s love for his home state, Loveland welcomed Hewlett-Packard and its wealth of inventive technology 60 years ago. Noted speakers included Gov. Jared Polis and Gitanjali Rao, inventor and “Time Magazine” Kid of the Year. The ribbon-cutting for the grand re-opening of the campus also featured live music, awards for outstanding businesses, students and citizens, tours of the Forge Campus facility, a historical timeline of innovation in Loveland and a commemorative tree-planting ceremony.

Half-Time Report 2022

A huge thank you to all of our clients who came out to our Half-Time Report event at the old HP/Agilent site. We had a great evening discussing a look back at the market behavior during the first half of 2022 and how this behavior might affect the rest of the year. Great food and drinks, followed by a nostalgic tour of the campus where a lot of our clients once worked!
Also, at our Half-Time Report event we had the opportunity to celebrate Josh’s 23rd anniversary as a financial advisor. Josh’s children were there to present him with a cake to celebrate this milestone.

We are very thankful to have a leader who is as loyal and hardworking as you are.
Congratulations on 23 years, Josh!

Birdies at the Butte-17th Annual Philo Women’s Amateur Golf Tournament

Keystone is a proud sponsor of the upcoming Philo Women’s Amateur Golf Tournament! All proceeds will go to the Philo Scholarship Program that awards local graduating students and post high school residents of the Loveland and Berthoud communities a scholarship for Vocational and Technical Education careers. For 17 years, the Philo Scholarship Program has raised approximately $200,000 for local recipients!

Bike to Work (or Wherever) Day 2022!

Last month Keystone teamed up with Broadcom, HPE and HPI for Bike to Work (or Wherever) Day!
Year after year, 100s of local businesses and organizations come together to host free breakfast stations for one of Fort Collins’ favorite unofficial holidays.  We had a record-breaking event in the number of stations visited and most number of station visits for several locations. Here are a few stats that you will enjoy!
Total estimated individual participation: 5,950 (+/- 3%)
Total station visits: 22,7490, breaking the record from 2019 at 21,704
Estimated vehicle miles save from BTWD: 34,674.
We’re grateful that so many in our community continue to come together to support our one-of-a-kind culture and Keystone is happy to be a part of this awesome community event!

Habitat for Humanity Women’s Build May 2022

The Keystone ladies teamed up with Habitat for Humanity for the 2022 Women’s Build.

We are excited to involve women within Keystone and our community in our building project.

We spent the day working together to build affordable homes, helping families gain strength and self-sufficiency through home ownership.

Women’s Build inspires women to be proactive and help the women and families in their community. Thank you for all that joined us on this special day!

For the Love of Stamping! Loveland’s 2022 Valentine Re-mailing program

For 76 years Loveland is perhaps best known worldwide as the home of the “Valentine Re-Mailing Program”. Every year, more than a hundred thousand Valentines are packaged inside larger envelopes and sent to Loveland, where volunteers hand-stamp them with a Valentine’s verse and send them on to the intended recipients. This year Keystone Financial Services helped sponsor this event and worked together to stamp thousands of Valentines that were sent all over the world!

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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